Gantt

A Gantt chart is a visual project management tool that helps plan, schedule, and track tasks over time. It displays tasks as horizontal bars along a timeline. The chart shows start and end dates, task dependencies, and milestones.

1. Menu bar

Let’s begin with the menu bar

1. Create: this allows you to create a new Task and Milestone.

2. Search tasks: you can use search to find a specific task in the roadmap.

3. Work items: this is where you can connect ConfluPlan’s board with Jira spaces and plan work items.

4. Table view: this allows you to disable or enable the table view of the board.

5. Gantt view: this allows you to disable or enable the Gantt chart view of the board.

6. Field mapping: this allows you to map the board’s starting and ending dates with Jira data fields. It is only accessible when Jira integration is ENABLED.

7. Jira integration: you can enable or disable this feature to sync the Gantt board with Jira projects.

8. Refresh: this helps update the board with all changes made to the board.

9. Help: it opens a menu where you can find ConfluPlan’s user guide and contact support.

10. Settings: this opens the Edit board settings so you can make any changes to the configurations (mostly for changing the start and end dates of the Gantt board, macro height, privacy, and Auto scheduling settings).

11. Reset column width: it allows you to undo all changes you made to the columns' width and return them to their original width.

12. Configure columns: it works as a log history, recording any action taken in the roadmap.

13. Display settings: this shows the options to adjust how you want to view your Gantt board.

2. Adding a new task to the Gantt chart

After creating a new ConfluPlan board using the Gantt chart, you can start by adding a new task.

At this step, you can create a new task as a Jira work item directly from ConfluPlan if you have turned on Jira integration. You will be able to choose a specific Jira project and choose an existing work item or create a new one.

Then, input the task’s summary, assign a member who is responsible for it, decide its duration, adjust the progress percentage, and choose the task bar color.

After adding your first task, you can click the edit button to adjust it further:

• Edit Gantt task

• Convert tasks into milestones

• Link Jira work item (requires enabling Jira integration)

• Remove plan

• Duplicate tasks

• Add milestone

• Add task (quickly create new task below)

• Add subtask (quickly create a new subtask)

• Delete task

3. Manage columns

With Jira integration, ConfluPlan’s Gantt chart supports more default Jira fields and visualizes them as columns.

You can select which fields to show in the Gantt chart by locating Configure columns.

ConfluPlan also supports custom fields, like the Progress field, that you created in your Jira instance.

In ConfluPlan, you can resize columns’ width, sort columns' data, move columns, and pin columns in the table view.

4. Link/Unlink Jira work items from tasks

With Jira integration, you can link an existing task to an existing work item in your connected Jira space.

Select a Jira project from your instance, choose a work item, then click Link.

To disconnect a work item from a ConfluPlan task, open the task details and choose Unlink Jira work item.

5. Task Dependencies

In ConfluPlan’s Gantt chart, you can create dependencies between tasks in your project.

To create a dependency, hover your cursor over a task → locate the small dot at either end of the task bar -> drag it to the task that you want to make the dependency.

Currently, ConfluPlan's Gantt chart supports the following types of dependencies:

• Start-to-Start

• Start-to-Finish

• Finish-to-Start

• Finish-to-Finish

You can also delete these dependencies by left-clicking on the link and choose Unlink.

6. Milestones in the Gantt chart

In ConfluPlan’s Gantt for Confluence, you can add or convert a task to a milestone to notify other members about an important date or event in your project timeline.

You can use the Create button to add a detailed milestone.

Or, you can quickly add a default milestone from the Edit button.

You can also convert an existing task in the ConfluPlan’s Gantt into a milestone (or convert a milestone back to a task).